Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.


Steven Duong

Steven Duong

Client Service Specialist

Roles & Responsibilities

  • Coordinating on-going contacts with clients including scheduling regular consultations, assisting with money transfers, and following up on any action items.
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